Seattle CPA firm for small businesses & individual tax returns.
Accounting, bookkeeping, tax preparation, tax planning, and fractional CFO services — get expert advice from a licensed CPA and former CFO without the overhead of a large firm.
From boardroom-level financial strategy to day-to-day accounting operations — led by a CPA with real-world CFO experience, not just credentials.
Executive financial leadership on a fractional basis — the strategic insight of a seasoned CFO without the full-time cost. Ideal for growing businesses and nonprofits that need senior financial guidance.
Financial strategy & long-range planning
Budget development & forecasting
Cash flow planning & management
Board reporting & financial presentations
KPI development & performance dashboards
Business performance analysis
Scenario modeling & sensitivity analysis
Growth planning & capital allocation
Financing decisions & lender relationships
Operational metrics & profitability improvement
Actionable financial intelligence that drives better decisions — from annual budgets to dynamic dashboards that give leadership real-time visibility into performance.
Annual budgeting & multi-year forecasting
Variance analysis — budget vs. actual reporting
Rolling forecasts & reforecast cycles
Dynamic financial dashboard development
Program & department profitability analysis
Cost allocation modeling
Revenue & expense trend analysis
Scenario & what-if modeling
Reliable financial operations and reporting — ensuring your books are clean, your close is on time, and your internal controls are strong.
Month-end & year-end close management
Account reconciliations & journal entries
Financial statement preparation & reporting
Accounting process design & improvement
Internal controls assessment & implementation
Audit preparation & auditor liaison
Chart of accounts design
Accounting team oversight & mentorship
Specialized financial leadership for nonprofit organizations — from compliance and grant management to strategic planning and board-ready reporting.
Fund accounting & GAAP compliance
Grant & award fiscal management — draw requests, reporting, closeouts
Government contract accounting & compliance
Subrecipient monitoring — risk assessments, site visits, corrective action
Restricted & unrestricted funding analysis
Program profitability & cost allocation
990 preparation & compliance reporting
Board financial reporting & presentations
Audit preparation & support
Budgeting & financial planning
Periodic financial statements package
Dynamic financial dashboard for nonprofit leadership
Accurate, timely accounting that keeps your records clean, your cash flow visible, and your business ready for tax season — year round.
Full-cycle bookkeeping
Accounts payable & receivable
Payroll coordination
Bank & credit card reconciliations
Financial statement preparation
Proactive, year-round tax strategy for businesses — minimizing liability, ensuring compliance, and keeping you ahead of deadlines.
Business entity tax planning & structuring
S-Corp, Partnership & C-Corp returns
Quarterly estimated tax planning
Multi-state tax filing & compliance
Tax credit & deduction optimization
IRS correspondence & audit support
Comprehensive individual tax preparation and planning — from straightforward returns to complex executive compensation and investment structures.
Individual income tax preparation & planning
Executive & equity compensation tax planning
Stock option planning — ISOs, NSOs & early exercise strategies
Restricted stock units (RSUs) & restricted stock awards (RSAs)
Employee stock purchase plans (ESPPs)
Alternative minimum tax (AMT) planning
Deferred compensation & 409A plan taxation
Capital gains planning — short-term vs. long-term strategies
Multi-state individual tax filing
Why Peritus
Why organizations choose Peritus
I
Executive-level finance experience
Led by a CPA and former CFO — you get real-world financial leadership, not just compliance work. We've sat in the chair and made the decisions you're facing.
II
Strategic insight beyond bookkeeping
We bring a CFO perspective to every engagement — proactively identifying opportunities, risks, and decisions that move your organization forward.
III
Experience managing complex organizations
Deep experience across nonprofit healthcare, government contracts, grant compliance, and multi-entity structures — we've handled complexity at scale.
IV
CPA-led, advisory-focused
Every engagement is led by a licensed CPA with advisory instincts — giving you the technical rigor of a CPA firm with the strategic mindset of a consulting partner.
100%
Client focus — no cookie-cutter solutions
4
Core service lines under one roof
1
Point of contact who knows your business
How It Works
From first conversation to strategic partnership
Discovery Call
We learn about your business, your goals, and where things stand today — no pressure, just a conversation.
Tailored Proposal
We scope a plan that fits your needs and your budget, with clear deliverables and timelines.
Onboarding
We get access to your systems, review existing records, and establish a rhythm that works for your team.
Ongoing Partnership
Regular reporting, proactive communication, and strategic guidance as your business grows and evolves.
Get in Touch
Schedule your free CPA consultation.
Tell us about your business or your tax situation. We'll follow up within one business day — you'll speak directly with a licensed CPA, not a call center.
✓ Thank you — we'll be in touch within one business day.